Account Type***** ***Account Owner**** ****Account Opps/Deals***** *******Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
BmoPresident BMO InvestorLine and Head of Wealth Management Digital First TransformationOct 16 - PresentTangerineVice President, Deposits & InvestmentsSep 10- Oct 16
Eileen DoodyChief Financial OfficerView Profile, Eileen DoodyNick KocinskiCFOView Profile, Nick KocinskiHal WilliamsFractional CFOView Profile, Hal Williams